E78 Partners

MARCH 3, 2025

Despite these favorable conditions, successful IPOs require meticulous preparation, robust financial reporting, and a governance framework that instills investor confidence. Companies must ensure they are operationally, financially, and strategically ready for the transition to public markets.

Financial Planning and Analysis (FP&A)

CFO Dive

AUGUST 13, 2025

Fiserv said in June it will incorporate Circle’s technology for its planned digital assets platform and stablecoin, dubbed FIUSD. On July 28, FIS and Circle said they’ll partner to allow financial institutions an option to let consumers make stablecoin payments with Circle’s currency. You can unsubscribe at anytime. TechTarget, Inc.s

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. Consider a financial services company that managed to scale its operations by prioritizing cash flow optimization.

CFO

The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools.

Financial Planning and Analysis (FP&A)

CFO Talks

NOVEMBER 21, 2024

Whether through guiding a company through periods of expansion or navigating complex challenges, I am motivated by the potential to make a significant impact. Additionally, I plan to stay engaged in continuous learning, ensuring I remain adaptable and well-versed in the latest business trends and technologies.

CFO

CFO Talks

AUGUST 6, 2025

It’s about governance, compliance, control, cash flow, and risk, at scale. What to Consider Before Crossing the Border If your business is planning to expand internationally or already operates in multiple regions, here are critical areas that require your attention: 1. Delays in compliance. IFRS, local GAAP)?

Foreign Exchange

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? According to Gartner, 53% of organizations do not fully achieve their strategic objectives, often due to poor planning.

Financial Planning and Analysis (FP&A)

Future CFO

MARCH 3, 2025

Repetitive tasks, such as financial reporting, are increasingly being automated, freeing up finance professionals to focus on strategic initiatives. A recent report by McKinsey estimates that automation could potentially displace up to 30% of work activities in finance and accounting.

Finance

Future CFO

FEBRUARY 14, 2025

Addressing such gaps is crucial for the organisation, including the Finance function, as it can impact cost planning and decision-making processes. Cloud-based financial systems have improved collaboration, making data more accessible while ensuring compliance with evolving regulations."

Cash Flow Forecasting

Future CFO

JUNE 19, 2025

Asset acquisitions, market entries, and decentralised operations demand more than technical expertise, as they require navigation around fragmented regulations, cultural complexities, and resource constraints while ensuring agility and compliance. Serve as a liaison between sales and compliance teams," Kozlov says.

Finance

CFO Talks

APRIL 15, 2025

Accountability Is More Than Compliance Finance professionals are trained to be cautious. Compliance is non-negotiable, of course. Take reporting deadlines as an example. Submitting reports on time is a compliance requirement. Without accountability, financial reporting becomes a tick-box exercise.

Accounting

The Finance Weekly

OCTOBER 29, 2024

The Purpose of Financial Models Financial models serve various functions, such as: Budgeting and Financial Planning - Creating detailed budgets for internal planning. Forecasting - Estimating future financial outcomes based on historical data.

Financial Modeling

CFO Talks

NOVEMBER 29, 2024

I was particularly impressed with how organised and meticulous the Chinese are in their planning and how they receive their guests. When you’re young, focus on deeply understanding the core accounting principles, financial reporting, and regulatory compliance.

CFO

The Finance Weekly

DECEMBER 2, 2024

Under this familiar process, financial personnel export data from their organization's software, typically the company's Enterprise Resource Planning (ERP) system. One workaround found in cumbersome financial reporting processes includes using old legacy Excel-based financial models.

Financial Planning and Analysis (FP&A)

CFO Talks

MAY 29, 2025

Reporting Rules That Make or Break Your Reputation Financial reporting is often thought of as the final step in the business process, the box to tick at the end of the quarter or financial year. They understand that reporting, when done right, is not just a reflection of past performance. But that time has passed.

IFRS

CFO Talks

JULY 25, 2025

You are expected to provide clear advice on issues like expansion plans, capital structure, and financial resilience. You are responsible for financial reporting accuracy, compliance with accounting standards, system integrity, and managing financial risks. You are not just a scorekeeper.

Leadership

Global Finance

AUGUST 5, 2025

“In the Americas and Europe, AI-driven models adjust in real-time based on internal and macroeconomic inputs, proving useful for liquidity planning,” he notes. ” GenAI has transformed the company’s monthly financial reporting over 20 countries, covering profit and loss, receivables, and budgets.

Finance

CFO Talks

JUNE 4, 2025

In South Africas business environment, where public trust is fragile, regulatory compliance is non-negotiable, and financial transparency is a competitive advantage, the CFO plays a crucial role in shaping whether a company is seen as credible, ethical, and stable. They are not spinning a message or promoting an idea.

CFO

The Charity CFO

JANUARY 22, 2025

As the organization grew, they needed to implement formal policies, handle compliance issues, and professionalize their approach to managing employees. Do You Struggle to Make Sense of Your Financial Statements? Blackwell stresses the importance of staying ahead of the curve and not becoming complacent with success. Get the free guide!

Nonprofit

Future CFO

FEBRUARY 19, 2025

Streamlining global financial management for growth, compliance, and stability comes hand in hand with an organisation's expansion, a benefit offered by cross-border virtual CFO services.

CFO

CFO Talks

MARCH 20, 2025

So, how do you deliver tough financial truths without unsettling your stakeholders? Transparency Without the Trauma Openness about financial realities is not just about compliance, it is a core leadership responsibility. Offer solutions Bad news without a plan creates uncertainty. Encourage strategic discussion.

Leadership

CFO Talks

MARCH 5, 2025

Listed companies (on the stock exchange) They must meet strict financial disclosure rules, often set by stock market regulators like the JSE (Johannesburg Stock Exchange). Knowing the specific rules for your industry helps you prepare in advance and avoid compliance issues.

IFRS

CFO Talks

AUGUST 7, 2025

It can reduce the role to one of reporting and compliance, rather than strategy and leadership. Leading unstructured work should not come at the cost of financial reporting, compliance, or risk management. Over time, this can erode the influence of the CFO and limit opportunities for the finance team to evolve.

CFO

CFO Dive

AUGUST 11, 2025

Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. tariffs since the 1930s will stoke just short-term price pressures. Informa PLCs registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. TechTarget, Inc.s

CFO

The Charity CFO

DECEMBER 18, 2024

Compliance and Regulatory Requirements One of the most significant impacts of receiving federal funding is the increased scrutiny and compliance requirements. This audit goes beyond typical financial audits and examines programmatic compliance as well. Get the free guide!

Nonprofit

E78 Partners

MARCH 21, 2025

It ensures financial, operational, technological, and cultural alignment to maximize deal value and minimize disruption. A well-defined PMI model typically includes: Pre-Integration Planning: Establishing objectives, leadership alignment, and an integration roadmap before the deal closes.

Leadership

CFO Talks

JUNE 18, 2025

When there are compliance risks, cash flow problems, or gaps in accountability, bringing control into a smaller, more focused team can help create order and reduce risk. This includes setting performance indicators, training managers to read and interpret financial reports, and maintaining oversight without micromanagement.

CFO

CFO Talks

FEBRUARY 20, 2025

Numbers Never Lie but They Rarely Tell the Whole Story For too long, financial analysis has been seen as a back-office functionprocessing numbers, producing reports, and ensuring compliance. Financial reports are produced the same way they have always been. Assumptions are rarely questioned. The problem?

Numbers

CFO Talks

JULY 8, 2025

By the time they reach executive level, they have the confidence and business fluency needed to challenge assumptions and contribute to strategic planning. Strategic Thinking Takes Time to Develop Financial reporting, budgeting, and compliance can be taught relatively quickly.

Leadership

CFO Talks

MAY 14, 2025

For the Chief Financial Officer, integrity cannot be relegated to policy documents or compliance manuals. It must be lived, demonstrated, and embedded across every financial decision, every forecast, every conversation with the board. Similarly, financial systems should support transparency, not obscure it.

Numbers

CFO Talks

JANUARY 27, 2025

ESG is not just about compliance; it’s a framework for long-term business viability and resilience. Scenario planning, diversification, and embracing technology like AI are vital strategies. Financial leaders must combine human-centered skills with strategic foresight to thrive in uncertain times.

CFO

E78 Partners

NOVEMBER 11, 2024

Consider hiring an interim CFO in the following situations: Leadership Transitions or Vacancies: When your current CFO leaves unexpectedly or goes on extended leave, leaving a temporary gap in financial leadership.

Leadership

The Charity CFO

APRIL 1, 2025

This section outlines how to: Build the right team : CFOs, bookkeepers, and support roles Implement cloud-based accounting and payroll systems Shift to accrual-basis accounting for accuracy Ensure timely, consistent financial reporting These basics allow you to grow confidently without chaos behind the scenes. Get the free guide!

Nonprofit

CFO Talks

MARCH 4, 2025

You have all your ingredients laid out, the recipe in hand, and a clear plan for how everything should come together. If you stick rigidly to the plan without adapting, things fall apart. Here are seven key financial strategies to help you stay in control and thrive no matter whats on the menu. No oven, no fridge, no lights.

Budgeting

The Charity CFO

APRIL 25, 2025

Fundraising, programs, admintheyre often pulling in different directions unless leadership creates a strategic plan and unifies the mission. As Theresa notes: Strategic planning isnt optionalits how you bring everyone to the table and show them how their roles tie into the bigger picture. Its a leadership issue. Get the free guide!

Nonprofit

E78 Partners

JUNE 16, 2025

Whether it is poor post-close planning, misjudged synergy estimates, or ineffective communication across teams, failure tends to follow patterns. More often, they fall apart in execution when integration plans lack structure, teams are misaligned, and critical dependencies are overlooked.

Mergers and Acquisitions (M&A)

The Charity CFO

FEBRUARY 20, 2025

Plan for Seasonal Fluctuations : Map out expected income and expenses by month to anticipate and prepare for lean periods. Monitor Restricted Funds : Ensure compliance with donor restrictions to avoid operational bottlenecks and keep programs funded appropriately. Ready to take control of your nonprofits financial future?

Nonprofit